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Wealthfront (WLTH) Competitors

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$9.14 -0.31 (-3.28%)
Closing price 04:00 PM Eastern
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$9.12 -0.02 (-0.16%)
As of 04:10 PM Eastern
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WLTH vs. HLNE, OBDC, BXSL, MAIN, and FHI

Should you buy Wealthfront stock or one of its competitors? Wealthfront's main competitors and comparable companies include Hamilton Lane (HLNE), Blue Owl Capital (OBDC), Blackstone Secured Lending Fund (BXSL), Main Street Capital (MAIN), and Federated Hermes (FHI). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Wealthfront compare to Hamilton Lane?

Hamilton Lane (NASDAQ:HLNE) and Wealthfront (NASDAQ:WLTH) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, risk, dividends, valuation, media sentiment, earnings, analyst recommendations and profitability.

Hamilton Lane presently has a consensus target price of $131.71, suggesting a potential upside of 26.36%. Wealthfront has a consensus target price of $12.42, suggesting a potential upside of 35.85%. Given Wealthfront's higher possible upside, analysts clearly believe Wealthfront is more favorable than Hamilton Lane.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Hamilton Lane
0 Sell rating(s)
2 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.89
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

Hamilton Lane has a net margin of 32.14% compared to Wealthfront's net margin of 0.00%. Hamilton Lane's return on equity of 25.10% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Hamilton Lane32.14% 25.10% 15.75%
Wealthfront N/A N/A N/A

97.4% of Hamilton Lane shares are held by institutional investors. 24.0% of Hamilton Lane shares are held by company insiders. Comparatively, 27.4% of Wealthfront shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

In the previous week, Hamilton Lane and Hamilton Lane both had 5 articles in the media. Hamilton Lane's average media sentiment score of 1.27 beat Wealthfront's score of 1.16 indicating that Hamilton Lane is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hamilton Lane
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Hamilton Lane has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Hamilton Lane, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hamilton Lane$858.37M6.74$249.18M$6.5615.89
Wealthfront$364.99M3.74-$42.07M-$1.03N/A

Summary

Hamilton Lane beats Wealthfront on 13 of the 15 factors compared between the two stocks.

How does Wealthfront compare to Blue Owl Capital?

Wealthfront (NASDAQ:WLTH) and Blue Owl Capital (NYSE:OBDC) are both finance companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, profitability, media sentiment, dividends, risk, valuation, earnings and institutional ownership.

In the previous week, Blue Owl Capital had 2 more articles in the media than Wealthfront. MarketBeat recorded 7 mentions for Blue Owl Capital and 5 mentions for Wealthfront. Wealthfront's average media sentiment score of 1.16 beat Blue Owl Capital's score of 0.54 indicating that Wealthfront is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blue Owl Capital
2 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

42.8% of Blue Owl Capital shares are held by institutional investors. 27.4% of Wealthfront shares are held by insiders. Comparatively, 0.1% of Blue Owl Capital shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Blue Owl Capital has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Blue Owl Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$364.99M3.74-$42.07M-$1.03N/A
Blue Owl Capital$1.85B3.12$800.36M$0.5620.92

Wealthfront presently has a consensus target price of $12.42, suggesting a potential upside of 35.85%. Blue Owl Capital has a consensus target price of $13.00, suggesting a potential upside of 10.97%. Given Wealthfront's higher possible upside, analysts plainly believe Wealthfront is more favorable than Blue Owl Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75

Blue Owl Capital has a net margin of 16.99% compared to Wealthfront's net margin of 0.00%. Blue Owl Capital's return on equity of 9.49% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Blue Owl Capital 16.99%9.49%4.19%

Summary

Blue Owl Capital beats Wealthfront on 11 of the 15 factors compared between the two stocks.

How does Wealthfront compare to Blackstone Secured Lending Fund?

Blackstone Secured Lending Fund (NYSE:BXSL) and Wealthfront (NASDAQ:WLTH) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their valuation, earnings, institutional ownership, profitability, dividends, risk, analyst recommendations and media sentiment.

Blackstone Secured Lending Fund has a net margin of 21.51% compared to Wealthfront's net margin of 0.00%. Blackstone Secured Lending Fund's return on equity of 11.86% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackstone Secured Lending Fund21.51% 11.86% 5.10%
Wealthfront N/A N/A N/A

In the previous week, Blackstone Secured Lending Fund and Blackstone Secured Lending Fund both had 5 articles in the media. Blackstone Secured Lending Fund's average media sentiment score of 1.17 beat Wealthfront's score of 1.16 indicating that Blackstone Secured Lending Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blackstone Secured Lending Fund
2 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Blackstone Secured Lending Fund has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Blackstone Secured Lending Fund, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blackstone Secured Lending Fund$1.42B4.05$563.46M$1.2719.44
Wealthfront$364.99M3.74-$42.07M-$1.03N/A

Blackstone Secured Lending Fund currently has a consensus price target of $24.78, suggesting a potential upside of 0.36%. Wealthfront has a consensus price target of $12.42, suggesting a potential upside of 35.85%. Given Wealthfront's stronger consensus rating and higher possible upside, analysts clearly believe Wealthfront is more favorable than Blackstone Secured Lending Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackstone Secured Lending Fund
1 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.30
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

36.5% of Blackstone Secured Lending Fund shares are held by institutional investors. 0.1% of Blackstone Secured Lending Fund shares are held by insiders. Comparatively, 27.4% of Wealthfront shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

Blackstone Secured Lending Fund beats Wealthfront on 10 of the 13 factors compared between the two stocks.

How does Wealthfront compare to Main Street Capital?

Main Street Capital (NYSE:MAIN) and Wealthfront (NASDAQ:WLTH) are both finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their valuation, media sentiment, earnings, institutional ownership, profitability, risk, dividends and analyst recommendations.

Main Street Capital has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Main Street Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Main Street Capital$566.39M9.70$493.40M$4.9611.84
Wealthfront$364.99M3.74-$42.07M-$1.03N/A

Main Street Capital presently has a consensus target price of $60.83, indicating a potential upside of 3.56%. Wealthfront has a consensus target price of $12.42, indicating a potential upside of 35.85%. Given Wealthfront's higher possible upside, analysts clearly believe Wealthfront is more favorable than Main Street Capital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Main Street Capital
0 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.40
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

Main Street Capital has a net margin of 78.49% compared to Wealthfront's net margin of 0.00%. Main Street Capital's return on equity of 11.95% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Main Street Capital78.49% 11.95% 6.42%
Wealthfront N/A N/A N/A

20.3% of Main Street Capital shares are owned by institutional investors. 3.8% of Main Street Capital shares are owned by company insiders. Comparatively, 27.4% of Wealthfront shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

In the previous week, Main Street Capital had 14 more articles in the media than Wealthfront. MarketBeat recorded 19 mentions for Main Street Capital and 5 mentions for Wealthfront. Wealthfront's average media sentiment score of 1.16 beat Main Street Capital's score of 0.78 indicating that Wealthfront is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Main Street Capital
11 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Main Street Capital beats Wealthfront on 11 of the 14 factors compared between the two stocks.

How does Wealthfront compare to Federated Hermes?

Federated Hermes (NYSE:FHI) and Wealthfront (NASDAQ:WLTH) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, dividends, earnings, media sentiment, risk, institutional ownership, profitability and analyst recommendations.

75.9% of Federated Hermes shares are owned by institutional investors. 4.2% of Federated Hermes shares are owned by insiders. Comparatively, 27.4% of Wealthfront shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Federated Hermes has a net margin of 21.30% compared to Wealthfront's net margin of 0.00%. Federated Hermes' return on equity of 34.03% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Federated Hermes21.30% 34.03% 18.54%
Wealthfront N/A N/A N/A

In the previous week, Wealthfront had 1 more articles in the media than Federated Hermes. MarketBeat recorded 5 mentions for Wealthfront and 4 mentions for Federated Hermes. Wealthfront's average media sentiment score of 1.16 beat Federated Hermes' score of 0.52 indicating that Wealthfront is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Federated Hermes
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Federated Hermes has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Federated Hermes, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Federated Hermes$1.80B2.66$403.30M$5.3811.91
Wealthfront$364.99M3.74-$42.07M-$1.03N/A

Federated Hermes currently has a consensus price target of $57.40, indicating a potential downside of 10.44%. Wealthfront has a consensus price target of $12.42, indicating a potential upside of 35.85%. Given Wealthfront's stronger consensus rating and higher possible upside, analysts clearly believe Wealthfront is more favorable than Federated Hermes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Federated Hermes
1 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.13
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

Summary

Federated Hermes beats Wealthfront on 8 of the 15 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WLTH and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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WLTH vs. The Competition

MetricWealthfrontCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$1.37B$5.66B$14.08B$13.04B
Dividend YieldN/A7.39%5.88%10.72%
P/E Ratio-8.8738.1529.3325.30
Price / Sales3.741,226.15512.26101.64
Price / CashN/A48.3339.9750.75
Price / Book2.233.733.706.33
Net Income-$42.07M$417.15M$1.31B$347.70M
7 Day Performance-5.77%0.57%0.73%1.06%
1 Month Performance0.55%0.99%1.77%1.03%
1 Year PerformanceN/A7.76%12.27%20.73%

Wealthfront Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WLTH
Wealthfront
3.9036 of 5 stars
$9.14
-3.3%
$12.42
+35.8%
N/A$1.37B$364.99MN/A359
HLNE
Hamilton Lane
4.9942 of 5 stars
$98.44
-2.4%
$131.71
+33.8%
-33.4%$5.60B$758.99M15.01530
OBDC
Blue Owl Capital
2.8864 of 5 stars
$11.32
+3.2%
$13.00
+14.9%
-17.3%$5.44B$1.85B20.21N/A
BXSL
Blackstone Secured Lending Fund
2.4296 of 5 stars
$24.17
+3.6%
$24.78
+2.5%
-17.2%$5.43B$1.42B12.662,020
MAIN
Main Street Capital
2.7874 of 5 stars
$57.00
+1.6%
$59.33
+4.1%
-12.4%$5.22B$525.77M12.0090

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This page (NASDAQ:WLTH) was last updated on 8/14/2026 by MarketBeat.com Staff.
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